Notes on external DAU 4873. Picked back up after the last review.
Related: experimental warm intro 9073, blocked convertible note 9129.
Cross-section thread: open trademark 2405. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Learning → retro → valuation. Worth a second pass; the learning angle keeps coming back.
- Bottleneck → memo → PM. Worth a second pass; the bottleneck angle keeps coming back.